Editor​/Writer

The Analyst will support written Client Relations and Senior Investor inquiries, ensuring the firm’s compliance with all regulatory requirements governing the handling of client complaints. The primary responsibility of this role is to manage and resolve operational client complaints in accordance with applicable regulations and internal policies.

The Analyst is responsible for conducting thorough investigations, performing detailed research, and independently managing a high volume of assigned cases. This includes drafting clear, formal written responses that communicate the firm’s findings and final determinations to clients in a professional and compliant manner.

In addition to complaint management, the role may involve supporting various operational functions within Client Relations, such as settlement processing, Privacy Opt-Out requests, and handling incoming telephone inquiries. The Analyst may also be assigned special projects or additional responsibilities as business needs require.